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New Hope Corporation (ASX:NHC), a thermal coal producer, is favoured by fund managers for its low-cost assets. In September 2026, Datt Capital said New Hope's assets are high quality and low on the cost curve, allowing it to make money throughout the cycle. Seneca likes New Hope as a simple, low-cost thesis after a difficult period for coal prices, and Perpetual named it a contributor to improved performance, though noted a 9% fall in June. Longwave observed that while New Hope's assets are domestic, its earnings are almost entirely tied to export coal markets. New Hope operates in the Energy sector within the Oil, Gas and Consumable Fuels industry, and Thesis Tracker has captured 13 comments from 10 fund managers, including Datt Capital, Seneca, Perpetual and Longwave. Founded in 1986 and headquartered in Brisbane, New Hope produces thermal coal from the Bengalla mine in New South Wales and the New Acland mine in Queensland, and holds agriculture, port and investment assets.
Company figures as of 15 Oct 2026. For information only.
Fund managers including Investors Mutual Limited, Spheria Asset Management, Seneca Financial Solutions, Ellerston Capital, BKI Investment Company, Sage Capital, Datt Capital, Perpetual Asset Management, Longwave Capital and Contact Asset Management have invested in New Hope Corporation Ltd (ASX:NHC).
Datt and Seneca highlight low-cost, high-quality coal assets that generate profits through the cycle, and Perpetual notes contribution to improved performance.
Perpetual notes a 9% fall in June, and Longwave highlights earnings dependence on volatile export thermal coal prices.
New Hope Corp. Ltd., headquartered in Brisbane, Australia, and founded in 1986, is a diversified company focused on coal mining, logistics, agriculture, and energy. Its operations are categorized into three segments: Coal Mining in Queensland, which covers exploration, development, production, transport, and port operations; Coal Mining in New South Wales, encompassing production, processing, and marketing; and the Other segment. The latter includes coal and oil and gas exploration, development, and processing, alongside pastoral operations and corporate administration. New Hope Corp. integrated activities span resource extraction, logistical infrastructure, and diversified investment interests.
General information only. Thesis Tracker reports what named fund managers have published about ASX companies. It does not take into account your objectives, financial situation or needs, and is not financial product advice or a recommendation to buy, sell or hold any security.
11,356 comments from 164 managers on 761 companies, snapshot 15 Oct 2026.